Showed amember howto dosomething inOLB.Directed amemberto applyonline."What are yourbiggestconcerns whenborrowingmoney?""What aresome thingsyou like aboutyour otherfinancialinstitution?""What aresomethings youdislike aboutyour currentfinancialinstitution?"For Biz:"How doyou payvendors?""Is thereanything elseyou'd like todiscuss beforemovingforward?""Wouldyou like tosit with anMC?""How do youprefer tomanage youraccounts?"Is thereanythingspecific youare savingfor?""What areyour topfinancialprioritiesright now?"Shown amember the"Compare OurProducts"tool."Is thereanything youwould like tosee from usthat youhaven't?""How doyou feelaboutDocusign?"Gotten aclose inthemoment."Do you haveany large lifeevents comingthat could affectyour finances?""Do youhaveaccountselsewhere?""Do youenjoyonlinebanking?""What areyour biggestconcernswith youraccounts?""What wouldmakemanagingyour moneyeasier?"Used the"MemberOffers"tab."What doyou use yourcurrentaccount formost often?""How wouldyou preferto apply forthat?"For Biz: "Howdo you receivepayments fromcustomers?"Showed amember howto dosomething inOLB.Directed amemberto applyonline."What are yourbiggestconcerns whenborrowingmoney?""What aresome thingsyou like aboutyour otherfinancialinstitution?""What aresomethings youdislike aboutyour currentfinancialinstitution?"For Biz:"How doyou payvendors?""Is thereanything elseyou'd like todiscuss beforemovingforward?""Wouldyou like tosit with anMC?""How do youprefer tomanage youraccounts?"Is thereanythingspecific youare savingfor?""What areyour topfinancialprioritiesright now?"Shown amember the"Compare OurProducts"tool."Is thereanything youwould like tosee from usthat youhaven't?""How doyou feelaboutDocusign?"Gotten aclose inthemoment."Do you haveany large lifeevents comingthat could affectyour finances?""Do youhaveaccountselsewhere?""Do youenjoyonlinebanking?""What areyour biggestconcernswith youraccounts?""What wouldmakemanagingyour moneyeasier?"Used the"MemberOffers"tab."What doyou use yourcurrentaccount formost often?""How wouldyou preferto apply forthat?"For Biz: "Howdo you receivepayments fromcustomers?"

Open Ended Questions Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Showed a member how to do something in OLB.
  2. Directed a member to apply online.
  3. "What are your biggest concerns when borrowing money?"
  4. "What are some things you like about your other financial institution?"
  5. "What are somethings you dislike about your current financial institution?"
  6. For Biz: "How do you pay vendors?"
  7. "Is there anything else you'd like to discuss before moving forward?"
  8. "Would you like to sit with an MC?"
  9. "How do you prefer to manage your accounts?"
  10. Is there anything specific you are saving for?"
  11. "What are your top financial priorities right now?"
  12. Shown a member the "Compare Our Products" tool.
  13. "Is there anything you would like to see from us that you haven't?"
  14. "How do you feel about Docusign?"
  15. Gotten a close in the moment.
  16. "Do you have any large life events coming that could affect your finances?"
  17. "Do you have accounts elsewhere?"
  18. "Do you enjoy online banking?"
  19. "What are your biggest concerns with your accounts?"
  20. "What would make managing your money easier?"
  21. Used the "Member Offers" tab.
  22. "What do you use your current account for most often?"
  23. "How would you prefer to apply for that?"
  24. For Biz: "How do you receive payments from customers?"